Summary
Overview
Work History
Education
Skills
Timeline
Generic

Afia Chaudry

Barrington

Summary

MBA-trained finance professional with a background in banking, experience in budgeting, financial analysis, and client advisory. Well-organized, with strong relationship-building, time management, and documentation skills.

Overview

10
10
years of professional experience

Work History

Banker

JP Morgan Chase
Elgin
09.2022 - Current
  • Analyzed client financial profiles to identify investment, credit, and savings opportunities aligned with long-term financial goals.
  • Created personalized financial plans, leveraging budgeting tools and economic forecasts to help clients achieve short and long term goals.
  • Partnered with branch managers, loan officers, and wealth advisors to deliver integrated financial solutions and improve client retention.

Office Manager/X-Ray Technician

Dr. Chin & Lee
South Barrington
10.2019 - 09.2022
  • Oversaw clinic budgets and spending, identifying cost-saving opportunities that reduce operational expenses by 2% year over year.
  • Created and maintained weekly and monthly performance reports, analyzing key metrics such as patient volume, revenue per visit, and insurance reimbursements to support business decisions.
  • Ensured compliance with HIPAA and insurance billing regulations while managing financial documentation and records.

Accounts Receivable and Payable

Woodfield Lexus
Schaumburg
06.2015 - 11.2019
  • Managed daily cash inflows from vehicle sales, service revenue and financing partners, while processing timely payments to vendors and suppliers.
  • Assisted the finance team in compiling monthly financial statements, reconciling AR/AP accounts, and supporting dealership P&L accuracy.
  • Utilized dealer management systems such as Reynolds, along with Excel, for reporting and analysis.

Education

MBA - Finance

DePaul University
Chicago, IL
06-2025

Bachelor of Science - Imaging Science

Rush University
Chicago, IL
05-2019

Skills

  • Financial analysis and decision support
  • Cash flow management
  • Regulatory and compliance awareness
  • Financial modeling and forecasting
  • Data analytics and visualization

Timeline

Banker

JP Morgan Chase
09.2022 - Current

Office Manager/X-Ray Technician

Dr. Chin & Lee
10.2019 - 09.2022

Accounts Receivable and Payable

Woodfield Lexus
06.2015 - 11.2019

MBA - Finance

DePaul University

Bachelor of Science - Imaging Science

Rush University

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Afia Chaudry